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iShares 20+ Year Treasury Bond ETF

390 hedge funds and large institutions have $7.57B invested in iShares 20+ Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $5.44B | Put options by funds: $3.42B

51% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 68

46% more funds holding in top 10

Funds holding in top 10: 3551 (+16)

10.07% more ownership

Funds ownership: 80.17%90.24% (+10%)

9% more funds holding

Funds holding: 358390 (+32)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

3% less capital invested

Capital invested by funds: $7.78B → $7.57B (-$209M)

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
8.69%
Holding in Top 10
51
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+45.71%
% of All Funds
1.14%
New
103
Increased
126
Reduced
125
Closed
68
Calls
$5.44B
Puts
$3.42B
Net Calls
+$2.01B
Net Calls Change
+$2.72B
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$5.32M +$10.8K +93 +0.2%
IA
127
IndexIQ Advisors
New York
$5.06M +$3.36M +29,050 +231%
IWC
128
Integrated Wealth Concepts
Massachusetts
$5.06M +$4.82M +41,620 New
IFAM
129
Institutional & Family Asset Management
Colorado
$5M -$920K -7,949 -16%
GAM
130
Gould Asset Management
California
$4.98M +$3.13M +27,046 +194%
HNB
131
Huntington National Bank
Ohio
$4.94M
FCT
132
Family Capital Trust
Massachusetts
$4.94M -$32.5K -281 -0.7%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$4.89M -$2.22M -19,214 -32%
IFA
134
Interactive Financial Advisors
Illinois
$4.88M +$4.65M +40,138 +63,711%
CCM
135
Cobalt Capital Management
New Jersey
$4.86M +$3.47M +30,000 +300%
SWP
136
Strategic Wealth Partners
Ohio
$4.85M +$4.54M +39,189 New
BTS
137
BB&T Securities
Virginia
$4.83M -$1.32M -11,375 -22%
CIM
138
Cambria Investment Management
California
$4.52M -$366K -3,161 -8%
CCP
139
Cardan Capital Partners
Colorado
$4.43M -$20M -172,721 -83%
RWP
140
RWA Wealth Partners
Massachusetts
$4.36M +$4.15M +35,849 New
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$4.3M -$367K -3,175 -8%
AAIM
142
American Assets Investment Management
California
$4.25M -$579K -5,000 -13%
Q
143
QVR
California
$4.24M +$4.04M +34,906 New
AF
144
Alerus Financial
North Dakota
$4.07M +$246K +2,126 +7%
US Bancorp
145
US Bancorp
Minnesota
$4M -$611K -5,279 -14%
FI
146
FormulaFolio Investments
Michigan
$3.93M
Creative Planning
147
Creative Planning
Kansas
$3.72M +$626K +5,407 +21%
HF
148
HRT Financial
New York
$3.71M +$3.53M +30,525 New
HB
149
Homrich & Berg
Georgia
$3.71M +$3.13M +27,011 +770%
AWA
150
Arete Wealth Advisors
Illinois
$3.56M +$3.14M +27,095 +1,234%

TLT Hedge Fund Activity: Q4 2018 in Review

390 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q4 2018, worth a combined $7.57B — down 2.7% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new TLT positions and 68 closed out — a net gain of 35 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Legal & General Group, opening a new position worth an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $621M.

  • 390 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q4 2018, up from 358 in Q3 2018.
  • Funds reported $7.57B of iShares 20+ Year Treasury Bond ETF stock for Q4 2018, down 2.7% quarter-over-quarter.
  • 103 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q4 2018 and 68 closed out, a net change of +35 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q4 2018 was Legal & General Group, an estimated $294M added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q4 2018 was JP Morgan Chase, an estimated $621M sold.

Based on aggregated 13F filings for Q4 2018.